Shulman DeMeo Asset Management LLC
Position in GLAD — Gladstone Capital Corp
CIK 1767070
LAKE SUCCESS, NY
Position in GLAD
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$337,830
+$18,677 QoQ
Shares Held
17,396
-5.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#37
of 77 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. GLAD ranks #13 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
151,552 | $2,824,929 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
44,170 | $1,331,283 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,290,762 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,042 | $1,234,931 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
91,876 | $991,342 | |
| 6 | BX |
Blackstone Inc.
|
5,570 | $655,421 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,280 | $608,966 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,279 | $513,851 |
All Filings in GLAD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,830 | 17,396 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $319,153 | 18,395 | Shares | Sole | 2026-04-09 | |
| 2024-03-31 | $502,915 | 46,870 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $502,942 | 47,004 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $454,950 | 47,194 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $460,652 | 47,198 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $446,199 | 47,468 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $458,614 | 47,673 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $406,637 | 47,896 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $485,369 | 48,104 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $567,853 | 48,164 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $561,813 | 48,474 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $548,581 | 48,547 | Shares | Sole | 2021-10-26 | |
| 2021-03-31 | $496,386 | 50,039 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $486,183 | 54,874 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $474,610 | 64,050 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $468,205 | 64,050 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $361,972 | 64,408 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||